Category Archives: Estate Planning

Yes. You should review your estate plan before the end of 2026 if your family, property, finances, health, or chosen decision-makers have changed. Review your will, trusts, power of attorney, health care proxy, living will, and beneficiary designations. Your documents should reflect your current wishes and comply with applicable New York requirements. Year-end is a […]

When someone dies in New York, money in a joint bank account does not always become part of the deceased person’s probate estate. If the account was properly established as a joint account with a right of survivorship, the surviving owner will usually have the stronger claim to the remaining funds. A different result may […]

Fall is a practical time for Rochester, New York families to review an estate plan before holiday travel, family gatherings, and year-end financial decisions fill the calendar. A focused review can help you confirm that your will, power of attorney, health care proxy, living will, trusts, beneficiary designations, and asset ownership still reflect your current […]

Late summer is a practical time to review your estate plan before fall schedules, holiday travel, and year-end financial decisions compete for attention. If you live in Rochester, New York, or a nearby area, use this review to confirm that your will, power of attorney, health care proxy, living will, trusts, beneficiary designations, and document […]

 Travel can expose families to unexpected legal and medical challenges when essential estate planning documents are missing. A will, a power of attorney, and a health care proxy are not limited to end-of-life planning; they are practical tools that allow trusted individuals to step in during emergencies. Friedman & Ranzenhofer, PC regularly works with families […]

Spring is an ideal season for Rochester families to review their estate plans, and Friedman & Ranzenhofer, PC encourages residents to take action before the year progresses. Life changes, evolving finances, and updated laws in New York can make previously drafted documents outdated or incomplete. Families often overlook crucial elements such as beneficiary updates, powers […]

Each spring, Rochester families have an opportunity to review and update their estate planning documents. Life changes—such as marriages, divorces, new children, significant asset purchases, or health events—can render wills, trusts, powers of attorney, and other planning tools outdated. Friedman & Ranzenhofer, PC emphasizes that keeping your estate plan current is essential to protect your […]